Supercharge Project Management in Salesforce

Improve speed to revenue, deliver quicker customer value, maximize resources, and make the best first impression – every time.

What we will discuss

  • Your current process for managing projects and onboarding
  • Your preferred project management process; Kanban, project boards, calendars, etc.
  • Confirm the features and functionality you want to see in TaskRay
  • Coordinate time to see your personalized demo of TaskRay
All-in-One Project Management Features

Schedule a TaskRay Demo!

Why Have Project Management in Salesforce?

onboarding in salesforce

Data Security

As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.

A Seamless Extension of Salesforce

Leverage your existing investment to consolidate your tech stack and integrate workflows for project management.

Enhanced Visibility

Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.

Improved Efficiencies

Identify bottlenecks in your process and automate workflows to reduce your onboarding time by 50%.

Maximized Resources

Monitor and forecast capacities and assign resources based on skills and availability.

Happier Customers & Clients

Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.
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Trusted by Leading Brands

TaskRay Doubles Cloud Giants Cumulative Annual Project Growth Rate

By assisting them in making smarter decisions around pricing and resourcing, TaskRay fosters continual growth at Cloud Giants.
“We initially needed TaskRay for team collaboration and task management between projects, which is still absolutely fundamental. Today, it touches every part of our business as a services company. We can look at upcoming resourcing and project profitability…TaskRay gives us a 360-degree view of the health of our business.”
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Have Questions?

We’ll take the time to get an understanding of your current situation and ideal state, answer your specific questions, and help you determine how TaskRay can help you master your new customer journey and ensure longterm success for you and your customers.
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